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Integrations Microsoft Dynamics 365
Microsoft Dynamics 365Agent-only read connector

Bring the contact into the conversation.

See the matching Dataverse Contact and job title without navigating away from the customer request.

Set up Microsoft Dynamics 365See the workflow ↓
Inside your workspace

Useful context. Right beside the work.

What connects

Contact name, Title

Microsoft Dynamics 365 context in Message Inbox.
From setup to first result

Make Microsoft Dynamics 365 part of the workflow.

Supply the Dataverse environment URL and a token with Contact read access.

  1. 01

    Match the customer

    Open the customer conversation and use the exact email associated with their provider record.

  2. 02

    Connect the name to the record

    Read the returned Dynamics contact details alongside the request. Confirm which contact is involved before passing the conversation to the account team.

  3. 03

    Keep changes in the CRM

    Resolve the conversation in Message and make CRM changes through Dynamics. The connector supplies a read-only reference for the agent.

Agent-only, read-only lookup. It does not grant customer-facing AI permission to expose private records or change consent, issue refunds or edit accounts.

Before your team relies on it

Check the result, end to end.

Test one known email, one unknown email and a disconnected or expired credential. An incomplete or failed lookup must not be read as proof that the customer has no record.

Open connection settings Find setup help ↗